Our Values

Our values are part of our core. They guide our daily habits and define our culture. We would be lost at sea without our values.


We communicate frequently to keep us on the same page as we work toward your goals.


We embrace change to introduce better financial strategies.


We minimize our resource usage by leveraging secure digital communications.


We use our brains rather than our stomachs to deliver sound financial advice.


Our only role is to be your sailboat captain on the voyage to your best life.

ESG: It is almost like it is in our DNA!




One of our pledges starting in 2022 is to donate the greater of 1% of our revenue or 10% of our profit to environmental, social, and governance research. As part of this initiative, we ask YOU to help us prioritize how the money is split between these three highly regarded charitable causes. We have selected these three using the grading system published by Charity Navigator. https://www.charitynavigator.org/ Please select your preference using the form shown below.

E = Environment: Donations will be made to Green America. http://www.greenamerica.org/

S = Social: Donations will be made to Mental Health America. https://www.mhanational.org/

G = Governance: Donations will be made to Aurora Women and Girls Foundation. http://www.aurorafoundation.org/

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